Develop client relationships with employers and establish superannuation systems

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSSUP503, 'Develop client relationships with employers and establish superannuation systems'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Develop client relationships with employers and establish superannuation systems' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Establish relationship with current and potential employer clients

1.1 Initiate or receive employer contact and establish relationship for ongoing liaison

1.2 Discuss employer system and service needs with client

1.3 Record employer details into organisational database

1.4 Make arrangements for follow up service according to organisational procedures

2. Make analysis of employer needs

2.1 Review employer information technology systems and check for compatibility

2.2 Review employer human resource and superannuation payment systems

2.3 Identify employee information needs

2.4 Identify and note special requirements of employer needs

3. Propose most suitable fund and system for employer clients

3.1 Examine fund and system options to identify best options for employer

3.2 Develop and present proposal to employer

3.3 Follow organisational procedures for ensuring compliance in employer systems

3.4 Discuss and negotiate proposal with employer and make amendments as necessary

3.5 Establish ongoing liaison to respond to employer questions and difficulties

3.6 Prepare and implement successful proposals according to organisational procedures

4. Set up new employer accounts

4.1 Obtain all required information from employer to set up new accounts

4.2 Set up employer accounts and check for accuracy

4.3 Establish employer communication channels

4.4 Distribute confirmation of new accounts according to organisational procedures

5. Provide ongoing liaison and management of accounts

5.1 Maintain employer documentation according to organisational requirements

5.2 Provide employer with ongoing communications regarding progress and implementation of superannuation account

5.3 Provide employer with ongoing contact to respond to enquiries and difficulties

5.4 Respond to employer difficulties, enquiries and/or complaints efficiently and in accordance with organisational procedures

5.5 Manage all transactions of employer account and accurately maintain according to organisational procedures


Qualifications and Skillsets

FNSSUP503 appears in the following qualifications: